48 Results for ‘creating-a-development-plan-beyond-fundraising

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OnDemand Course: Implementing a Successful Policy for Notary-Employee Development

Implementing a Successful Policy for Notary-Employee Development

Having the right notary policies and procedures protects the notary and business. Whether you are getting started, or already established as a notary public employee, this topic covers important and timely topics that...

OnDemand Course: Negotiation Skill Building to Improve the Bank's Business Development Efforts

Negotiation Skill Building to Improve the Bank's Business Development Efforts

Gain a better understanding of the negotiation process in order to improve business development efforts.Today's competitive environment requires the commercial lender to be able to negotiate in various, sometimes...

OnDemand Course: Signature Card Legal and Compliance Issues

Signature Card Legal and Compliance Issues

Gain an understanding of what a signature card is and specific regulatory requirements that need to take place.As the world speeds onward through the digital age, depository bankers frequently find themselves trying to...

OnDemand Course: Hot Topics in Native American Financing

Hot Topics in Native American Financing

Get up-to-date on recent developments in Native American financing and get practical guidelines for extending credit to tribes and tribal entities. Hear the latest legal news and developments on the following topics:...

Available as OnDemand Course, Video

OnDemand Course: Ability to Repay and Qualified Mortgage Rules Under the Dodd-Frank Act: What Every Lender Should Know

Ability to Repay and Qualified Mortgage Rules Under the Dodd-Frank Act: What Every Lender Should Know

Learn everything you need to know about qualified mortgage rules under the Dodd-Frank Act and the rules' effect on financial institutions.The Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd-Frank Act),...

OnDemand Course: Lien Stripping Fundamentals

Lien Stripping Fundamentals

Learning the process on how to strip a lien off of a debtor's property is a major aspect of bankruptcy.Many bankruptcy practitioners do not understand how to effectively use the bankruptcy process to strip liens from...

OnDemand Course: Drafting and Negotiating Financial Covenants

Drafting and Negotiating Financial Covenants

Gain an understanding of the most used financial covenants, their purpose and when and how they are tested and calculated.This topic will cover financial covenants including what is a covenant and why banks and other...

OnDemand Course: Best Practices in Handling Dormant Bank Accounts and the Escheatment Process

Best Practices in Handling Dormant Bank Accounts and the Escheatment Process

Learn the updated best practices for dealing with unclaimed property laws and due diligence requirements.With increased state enforcement of unclaimed property laws, particularly in the banking industry, along with...

OnDemand Course: Document Retention and Destruction Policies for Financial Institutions

Document Retention and Destruction Policies for Financial Institutions

Gain a better understanding of legal and regulatory requirements and practical considerations for both electronic and paper document retention and destruction.

OnDemand Course: Are You Prepared for the Financial Institution Record Match Program?

Are You Prepared for the Financial Institution Record Match Program?

The State of California enacted legislation (California Revenue & Tax Code ยง 19266) that will impact virtually every bank, credit union, thrift and brokerage firm doing business in California.

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